First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
11 hedge funds and large institutions have $12.8M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
1% more capital inflows, than outflows
Capital inflows: $260K | Capital outflows: $257K
0.02% more ownership
Funds ownership: 90.82% → 90.83% (+0.02%)
0% more funds holding
Funds holding: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$192K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$41.5K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$11.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.42K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tower Research Capital (TRC)
New York
|
-$235K |
| 2 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$16.5K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.28K |
HSMV Hedge Fund Activity: Q3 2022 in Review
11 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q3 2022, worth a combined $12.8M — down 5.4% from $13.5M a quarter earlier.
Fund positioning in HSMV was balanced in Q3 2022: 0 funds opened new positions, 0 closed out, 6 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $192K. The largest seller was Tower Research Capital (TRC), cutting an estimated $235K.
- 11 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $12.8M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q3 2022, down 5.4% quarter-over-quarter.
- 0 funds opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q3 2022 and 0 closed out.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $192K added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q3 2022 was Tower Research Capital (TRC), an estimated $235K sold.
Based on aggregated 13F filings for Q3 2022.